Screener
DFAS vs NBSM
Dimensional U.S. Small Cap ETF vs Neuberger Small-Mid Cap ETF
Key differences
Both DFAS and NBSM are equity ETFs. DFAS charges 0.26% a year and NBSM 0.65%. The main difference: DFAS costs 0.39% less per year.
- DFAS costs 0.39% less per year.
- DFAS is much larger than NBSM. Larger funds are usually more liquid and less likely to close.
- DFAS has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| DFAS | NBSM | |
|---|---|---|
| Annual cost (TER) | 0.26% | 0.65% |
| Fund size (AUM) | $14.4B | $226M |
| Since | 1998 | 2024 |
| Dividend yield | 0.92% | 0.38% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +25.0% | +7.7% |
| CAGR 3Y | +15.5% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.66 | N/A |
| Volatility 1Y | 16.89% | 14.98% |
| Max drawdown | -26.13% | -25.16% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.